Scholars United Help Guides

Manage Thank You Letters Ver 9.5

• 1. Manage Thank You Letters
• 2. How to Create a Thank You Letter Question(s)
• 3. How does the applicant complete a Thank you Letter Section
• 4. Using the Manage Thank You Letter to Review and Send Letters to Donors

Applicant’s Guide - Ver 9.5 - 4.18

• 1. Creating/Editing a User Account
• 2. Completing an application Form
• 3. Accessing Your Application Form After Submission.
• 4. Applying to a Multiple Submission Application
• 5. Applying as a Proxy
• 6. Collaborating with Others to Complete Your Application

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Global Admin Guide 1- Administration Dashboard - Site Settings - Ver 9.5 - 4.18

• 1. Administration Dashboard
• 2. Site Settings

Global Admin Guide 2- Administration Dashboard - Ver 9.5

• 1. Administration Dashboard
• 2. Search Filters
• 3. Sponsoring Organization
• 4. Status Details (Optional)
• 5. Control Mapping
• 6. Application Invitation

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Global Admin 3 – Managing User Accounts and Site Access - Ver 9.5 - 4.18

• 1. Setting the Password Policy
• 2. External System Authentication Settings
• 3. Managing Role Types
• 4. Assign Funding Sources to Role Types
• 5. Setup Users

Module 1 – Getting Started - Accessing Your System

• 1. Getting Started for Scholarships

Module 2 - Managing User Accounts And Role Types

• 1. Managing Role Types for Scholarships
• 2. Setup Users for Scholarships
• 3. Changing Password Policy for Scholarships

Module 3 - Application Form Setup

• 1. Understanding the Application Form for Scholarships
• 2. Application Setup for Scholarships
• 3. Using a Master Application Template - Best Practice for Scholarships
• 4. Additional Application Setup Features for Scholarships
• 5. Archiving Applications for Scholarships

Module 4 – Setting up Funding Source

• 1. Setting Up Your Funding Source for Scholarships
• 2. Associating multiple funding sources to one application for Scholarships

Module 5 – Notification Center – Home Dashboard

• 1. Notification Center for Scholarships

Module 6 – Application Invitation Setup - Ver 9.5

• 1. Application Invitation (This requires Global Admin access to set)

Module 6 – Application Invitation Setup Ver 8.1

• 1. Application Invitation for Scholarships

Module 7 – Testing Your Application

• 1. Review and Test for Scholarships
• 2. Confirm Build of the Application form for Scholarships
• 3. Confirm the setup of your Funding Sources for Scholarships
• 4. Notification Center Email Templates for Scholarships
• 5. Application Testing – Applicant testers for Scholarships
• 6. Testing the Welcome Screen for Scholarships

Module 8 – Evaluations – Applicant Status Report Ver. 9.5 - 5.18

• 1. Evaluations
• 2. Monitoring an Applicant’s Status
• 3. Section Release
• 4. Searching Globally for an Applicant

Module 9 - Setting up Reports

• 1. Reports for Scholarships

Module 10 – Setting up your Evaluation Tasks and Review Committees

• 1. The Evaluation Process for Scholarships

Module 11 - Managing Committees Reviews and Scores

• 1. Managing Committees Reviews And Scores for Scholarships

Module 12 - Review Applicants and Score Sheets

• 1. Conducting Applicant Reviews – Scoring for Scholarships

Module 13 – Managing Awards

• 1. Awarding Applicants for Scholarships

Module 14 - Application Rollover - Ver 9.5

• 1. Adjusting the Existing Funding Sources
• 2. Clone your previous year’s application(s) and Funding
• 3.  Adding New Funding Sources  
• 4. Adjusting Budget Amount in your Funding Source 
• 5. Notification Template Review
• 6. Review Setup

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Manage Agency/Applicant Profile Guide - Ver 9.5

• 1. Manage Agency/Applicant Profile

Module 14 – Application Rollover Ver 8.1

• 1. Cloning Application for Scholarships
• 2. Updating Funding Sources for Scholarships
• 3. Notification Template Review for Scholarships
• 4. Review Setup for Scholarships
• 5. Final Setup by CommunityForce Support for Scholarships
• 6. Archive Previous Year’s application form(s) for Scholarships

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Reviewers Guide

• 1. Committee Member Login for Scholarships
• 2. Committee Review Applicants Dashboard for Scholarships
• 3. View Applicant’s Application and Score Sheet for Scholarships
• 4. Additional Push Scores option for Reviewers for Scholarships